Lawyer specializing in Franco-Monegasque taxation (Monaco)

Organize its interests between France and Monaco

Monaco is a privileged destination for entrepreneurs, business leaders, investors and families with a significant wealth. The geographical proximity to France, its economic attractiveness and its legal environment lead many taxpayers to consider or develop their activities in the Principality.

However, a project between France and Monaco cannot be reduced to a mere question of residence. The applicable tax rules depend on many criteria, including nationality, tax residence, the nature of income and the organisation of assets. A prior legal analysis is necessary in order to secure each project.

Preparing a facility in the Principality

The transfer of residence to Monaco requires rigorous preparation. The French authorities pay particular attention to the reality of the change of residence and carefully examine the personal, family and economic ties maintained in France.

The organisation of personal life, professional activity and wealth must be consistent in order to limit the risk of tax residence being called into question. An anticipation of these issues makes it possible to approach a installation project in a legally secure framework.

Support management and entrepreneurs

Many entrepreneurs choose to reside in Monaco while maintaining economic interests in France or internationally. This requires an in-depth analysis of the rules applicable to remuneration, dividends, disposal gains and corporate governance.

Our firm assists managers in structuring their activities to ensure that their operations comply with the requirements of French and Monegasque tax law.

Structure an international heritage

Holding assets in France, Monaco or other states implies a comprehensive approach to property taxation. Real estate investments, corporate holdings, financial portfolios and transmission operations must be organised taking into account the rules applicable to each situation.

An adapted heritage strategy enables family developments to be anticipated, investments to be secured and the interests of heritage holders to be safeguarded in a sustainable manner.

Support in Franco-Monegasque taxation

Our firm works with individuals, entrepreneurs, managers and families facing the challenges of taxation between France and Monaco.

We accompany our customers before their installation in the Principality, when structuring their investments, as part of heritage transmission projects or as part of a fiscal control. Our approach focuses on anticipation, legal certainty and finding solutions adapted to the complexity of international situations.